AdvoLogix Help

iManage Setup: Secured Logins

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iManage Secured Logins allow users to perform actions within iManage Work on behalf of another user. Secured logins can allow you to perform various activities that you may not want to share with your regular iManage users.  For example, you may not want all users to be able to automatically create workspaces or allow individual community users to have individual user logins to access information shared with them via Digital Experience (Lightning Communities).  

Please Note: Users will need the Customize Application permission in Salesforce to manage or edit options within the iManage Setup tab.

Secured Logins Setup

A maximum of 10 users can be enabled as secured logins.

From the side menu, click on iManage Secured Logins.

  1. The New action button in the page header allows users to create a new secured login user.
  2. A list of all previously saved secured logins, along with the respective user's authentication status for iManage.
  3. A row action button to revoke a user's ability to act as secured login. 

Due to security reasons, each user who has been set up as secured login needs to authenticate themselves to iManage from within their own Salesforce user. If the provided user logs out from their environment, then it logs out from all components where it has been setup to use as secured login via Login As deployment option within app builder or flow invocable actions.

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